Global Retirement Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Global Retirement Partners, LLC holds 43,798 shares of DFUV stock, worth $1.79 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

43,798

Previous 40,994 6.84%

Holding current value

$1.79 Million

Previous $1.71 Million 4.86%

% of portfolio

0.05%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$40.38 - $44.35 $113,225 - $124,357	2,804 Added 6.84%	43,798 $1.79 Million
Q3 2024 Oct 16, 2024	BUY	$38.51 - $41.69 $231 - $250	6 Added 0.01%	40,994 $1.71 Million
Q2 2024 Jul 23, 2024	SELL	$38.53 - $40.76 $36,333 - $38,436	-943 Reduced 2.25%	40,988 $1.61 Million
Q1 2024 Apr 23, 2024	BUY	$36.22 - $40.9 $34,590 - $39,059	955 Added 2.33%	41,931 $1.71 Million
Q4 2023 Jan 18, 2024	BUY	$31.85 - $37.39 $191 - $224	6 Added 0.01%	40,976 $1.53 Million
Q3 2023 Oct 13, 2023	SELL	$33.83 - $36.19 $29,330 - $31,376	-867 Reduced 2.07%	40,970 $1.39 Million
Q2 2023 Jul 20, 2023	BUY	$32.32 - $34.5 $258 - $276	8 Added 0.02%	41,837 $1.44 Million
Q1 2023 May 05, 2023	BUY	$31.9 - $35.83 $14,737 - $16,553	462 Added 1.12%	41,829 $1.4 Million
Q4 2022 Feb 13, 2023	SELL	$30.23 - $35.36 $3,023 - $3,536	-100 Reduced 0.24%	41,367 $1.38 Million
Q3 2022 Nov 03, 2022	SELL	$29.6 - $34.78 $36,437 - $42,814	-1,231 Reduced 2.88%	41,467 $1.39 Million
Q2 2022 Jul 15, 2022	BUY	$30.92 - $35.31 $1.32 Million - $1.51 Million	42,698 New	42,698 $1.35 Million

Others Institutions Holding DFUV

# of Institutions

709

Shares Held

275M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Global Retirement Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History